Ownership history in Betterment LLC · 45 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in VANGUARD CHARLOTTE FDS (BNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 19,558,275 | +1,197,101 | +6.5% | 1.80% | $945.1M | $48.11 |
| 2025 Q3 | ADDED | 18,361,174 | +837,203 | +4.8% | 1.79% | $908.1M | $47.97 |
| 2025 Q2 | REDUCED | 17,523,971 | -837,259 | -4.6% | 1.85% | $867.6M | $47.71 |
| 2025 Q1 | REDUCED | 18,361,230 | -2,580,844 | -12.3% | 2.13% | $896.4M | $46.74 |
| 2024 Q4 | ADDED | 20,942,074 | +169,250 | +0.8% | 2.45% | $1.03B | $46.77 |
| 2024 Q3 | ADDED | 20,772,824 | +229,710 | +1.1% | 2.49% | $1.04B | $46.70 |
| 2024 Q2 | REDUCED | 20,543,114 | -2,716,164 | -11.7% | 2.59% | $999.8M | $44.93 |
| 2024 Q1 | REDUCED | 23,259,278 | -15,246,859 | -39.6% | 3.07% | $1.14B | $45.16 |
| 2023 Q4 | ADDED | 38,506,137 | +1,238,135 | +3.3% | 5.47% | $1.90B | $45.16 |
| 2023 Q3 | ADDED | 37,268,002 | +829,557 | +2.3% | 5.65% | $1.78B | $42.36 |
As of 2025 Q4 — sorted by position size